"We have something very special to show you today. Say hello to the new Binford 6100 Toolapalooza. It saws. It sands. It welds. It grinds. It does absolutely everything!"
(From Home Improvement and Tim the Toolman)
Caution! Before you fire up that CRM tool you just downloaded, make a backup of your CRM default solution, critical data, etc.
When using a power saw, you probably wear safety glasses, earplugs and a dust mask. When using the CRM tools mentioned below and any others, you probably won't hurt yourself but you can hurt your CRM system. So be sure to make backups (your CRM org database for on-prem, solutions, web resources, critical data, etc.).
And don't forget the Golden Rule...
Please consider donating to these Open Source tool authors or buying a commercial tool that will save you time. Their many hours of work will likely save you many hours of work. If the author has a donation link, why not chip in a little bit... whatever you think the tool is worth. Even $1 is a way of saying thanks.
Tools within the Dynamics 365 Enterprise (Customer Engagement) Web UI
Advanced Find: Query for entity data
Bulk edit (bulk update): Export data to Excel, make changes and then import the data to apply the changes
Export components as solutions; check-in solutions into source control to track changes
Backup and restore instances
Copy instances (e.g., production to a sandbox)
XrmToolbox for Dynamics CRM 2011/2013/2015/2016/365 (XrmToolBox)
XrmToolBox is an application that can connect to Microsoft Dynamics 365/CRM, CRM 2011, 2013, 2015 and 2016 (Online, OnPremise of IFD). It is shipped with more than 20 plugins to handle several administration, customization or configuration tasks. Wiki Full List of Tools
MSCRM ToolKit is a collection of useful tools for people working on Microsoft Dynamics CRM 2011,2013 and 2015 projects. It is built around features described in the Microsoft Dynamics CRM Software Development Kit.
Reference Data Transporter: Tool for transporting reference data between different CRM deployments. N:N Associations Transporter: Tool for transporting N:N associations between different CRM deployments. Data Export Manager: Tool for exporting data from CRM deployment. Exporting data into different formats: XML, XML Spreadsheet 2003, CSV. Export Entities Structure: Tool for exporting the Metadata (entities, attributes, relationships and diagrams) from CRM. Deployment Properties (On-Premise only): Tool for changing the server and deployment properties for an On-Premise CRM deployment. Solutions Transporter: Tool for transporting solutions between different CRM deployments. Solutions Import Jobs Viewer: Tool for viewing the Solutions Import jobs in a CRM deployment. Workflow Execution Manager: Tool for executing workflows on the CRM. Records Counter: Tool for counting records in the CRM deployment. Audit Export Manager: Tool for exporting Record Audit Details and User Access Audit from the CRM.
Used to decompose (unpack) Microsoft Dynamics CRM solution files into XML files that can be managed by a source code control system. Checking in CRM solutions (metadata) to a system such as TFS, and then showing differences between check-ins, can help identify the changes made to CRM over time.
Save CRM ribbon definitions and customizations to XML files. Useful for learning about how CRM constructs ribbon controls, for checking-in to a source control system and for troubleshooting ribbon issues.
Creates early bound class files for use in a wide variety of .NET applications. The classes represent CRM entities, fields, OptionSet values, entity relationships, etc.
The Developer Toolkit is a set of Microsoft Visual Studio Integration tools, focused on accelerating the development of custom code for Microsoft Dynamics 365(CRM)
Altriva's CRM Tools
These are tools built by Altriva. Contact Altriva (a Microsoft CRM partner) for details about acquiring one or more of these tools.
Extract CRM metadata to Excel: The tool extracts Entities, Attributes, Picklists (OptionSets), OneToMany, ManyToMany, Web Resources, Workflows, Form JavaScript Details, Form Structure, Plug-ins, User Queries, Saved Queries, Roles, Field Permissions, Connection Roles, System Users, Business Units and Record Counts.
We store this metadata in TFS (in CSV format) and update it periodically (before/after projects) to track changes over time.
CRM metadata diff tool. Identifies differences in metadata (and other record-based structural information) between CRM organizations (instances).
Metadata document generator
Visio entity relationship diagram (ERD) builder
Bulk update utility
Bulk attribute generator
Data exporter (mostly used with Dynamics CRM Online)
Data migration (last used to migrate 6.5 millions records)
Integration engine (used 24x7 by several clients)
T4-based code generation
Data diff analysis tool to determine what changed in CRM after an operation or integration.
JavaScript tool to show the value for all fields for a given entity record.
Workflow Scheduler: Run a workflow on CRM record(s) on a schedule. Uses an Azure worker role service and Azure Scheduler.
An "Export All Field Values" ribbon button to export the field name, value, data type and description for all fields for the currently loaded entity record.
Move email and note attachments from CRM to Azure Blob Storage.
Export entities as individual solutions and auto-expand each solution using the SDK Solution Packager tool. This provides the ability to compare (diff) entity customizations over time or between instances.
A tool for CRM 2011 through 2016 to help build requests against the REST/OData endpoint using a variety of different JavaScript libraries.
Tip for Devs/Admins: If you need to set the value of a field for a record but the field is not on a form, this tool provides a quick way to do the update. Simply use the Update action, provide the record type, GUID and field to update and run the request.
XrmServiceToolkit is a JavaScript library for Microsoft Dynamics CRM 2011/2013. (The developer indicated in March 2015 that support for CRM 2015 is forthcoming.)
The library contains four major parts:
Common: General methods, form operations REST: Organization Data Service functions including CRUD, Associate, Disassociate, etc. SOAP: Organization Service functions including CRUD, Fetch, Associate, Disassociate, etc. Extension: jQuery extension to utilize web resources to extend CRM including dependent OptionSet, field tooltips, add custom filter view to lookup field.
Save time writing client side code for Dynamics CRM. Write interactive forms for Dynamics CRM using the javascript API. Less time on syntax, more time on business logic™.
A WPF application which generates a custom JavaScript library and companion TypeScript definition file to provide a robust design-time experience with Visual Studio 2015/2016 when writing client-side JavaScript to perform operations using the Microsoft Dynamics CRM Web API.
CRM SDK Library: XrmServiceUriFactory Class Provide a common pattern for constructing Uri instances that target Dyanmics CRM endpoints XrmServiceManager Classes Provide a simplified and efficient connection pattern to Dynamics CRM endpoints regardless of the authentication method. ParallelServiceProxy Classes Provide abstracted parallelized processing of Dynamics CRM service operations. Query Extensions Methods for retrieving all pages and performing operations on each page of results. Security Extensions Methods for encrypting/decrypting values and converting between String and SecurityString types.
An open-source library for building Dynamics CRM XRM solutions using Script#, jQuery & Knockoutjs.
Build client slide HTML webresources with all the productivity of c#. Migrate from Silverlight webresources using the MVVM data binding. Share code between the server and client.
Workflow Elements is a free solution for Dynamics CRM that gives you the tools for you use workflows in ways you never thought possible. You can query for records (even filtering it to related records), insert tables into emails and tasks, format dates any way you want and more, all with a clean, easy to use interface.
Woodswork Bench contains a collection of tools for working with Microsoft Dynamics CRM. These tools provide easy solutions to common Microsoft Dynamics CRM challenges. Online (browser-based) tools include a CRM form URL generator, a view URL generator, a Guid Miner tool to extract an entity record's GUID from a URL and a URL text encode/decode tool.
If you're a Dynamics CRM developer or administrator and occasionally find yourself looking through CRM-related log files, this app will save you time and help you troubleshoot issues.
Link Buddy for Dynamics CRM is a Windows (WPF) app that translates one or more CRM entity record GUIDs into CRM "addressable" form hyperlinks. It's useful for converting logging/tracing details from CRM plug-ins, custom apps, etc. into click-able links that open the CRM record for which the GUID represents.
Get the total count of records per entity inside the CRM 2015+ database, or use a view to filter it down to showing the number of records meeting a specific criteria.
Trace reader for Microsoft Dynamics CRM helps you read the trace files generated by Microsoft Dynamics CRM (4.0, 2011, 2013, 2015) on a graphical interface. Filters help you to display only relevant information.
This is a Windows UI version of the diagramming tool that ships with the CRM SDK. This one is a bit more user-friendly in that it allows you to select entities, which reduces the number of unwanted entities in the Visio diagram. Still, the tool includes too many entities so you'll likely need to remove several of them to make sense of the diagram it creates.
A tool to create and update JSON configurations for Dynamics CRM Dependent OptionSets. The Dependent Script is based on the CRM 2016 MSDN sample but updated to be compatible with CRM versions 2011, 2013, 2015, 2016.
This plugin allows you to move those binaries from the CRM database to an external provider, with both Azure Blob storage and Azure File storage providers included. Once installed and configured, the process is transparent to users and the organizationservice.
With Microsoft Dynamics CRM 2016, even under the System Administrator Security Role, you can’t view (nor edit, share, assign or delete) other users' Personal Views. Via the application UI, only the view owner can manage it.
This project implements a utility which allows you to manage other users Personal Views, as long as you have the prvActOnBehalfOfAnotherUser privilege, which is granted by default by the built-in Delegate and System Administrator Security Roles.
An extensible bag of tricks for Dynamics CRM administrators, customizers and developers. Tools include Bulk Workflow Executor, Deploy Teams, Export Assemblies, Role Compare and Users by Role. Extensible architecture to allow for new tools by other developers.
If you have to create fields in bulk, this is a very handy tool. Using this tool, you can type the necessary information of the fields and create them in bulk rather than creating each field one by one.
C4CRM Relationship Charts is the only, fully configurable charting tool for Microsoft Dynamics CRM. The charts, showing relationships, are automatically generated for main entities out of the box. Additionally, the user experience is very visual and enhanced by Relationship Charts ability to have any entity on a chart while showing their relationships.
Azure Storage Explorer - Azure Storage Explorer is a useful GUI tool for inspecting and altering the data in your Windows Azure Storage storage projects including the logs of your cloud-hosted applications.
(From Home Improvement and Tim the Toolman)
Caution! Before you fire up that CRM tool you just downloaded, make a backup of your CRM default solution, critical data, etc.
When using a power saw, you probably wear safety glasses, earplugs and a dust mask. When using the CRM tools mentioned below and any others, you probably won't hurt yourself but you can hurt your CRM system. So be sure to make backups (your CRM org database for on-prem, solutions, web resources, critical data, etc.).
And don't forget the Golden Rule...
Please consider donating to these Open Source tool authors or buying a commercial tool that will save you time. Their many hours of work will likely save you many hours of work. If the author has a donation link, why not chip in a little bit... whatever you think the tool is worth. Even $1 is a way of saying thanks.
Tools within the Dynamics 365 Enterprise (Customer Engagement) Web UI
XrmToolbox for Dynamics CRM 2011/2013/2015/2016/365 (XrmToolBox)
XrmToolBox is an application that can connect to Microsoft Dynamics 365/CRM, CRM 2011, 2013, 2015 and 2016 (Online, OnPremise of IFD). It is shipped with more than 20 plugins to handle several administration, customization or configuration tasks. WikiFull List of Tools
MSCRM ToolKit
MSCRM ToolKit is a collection of useful tools for people working on Microsoft Dynamics CRM 2011,2013 and 2015 projects. It is built around features described in the Microsoft Dynamics CRM Software Development Kit.Reference Data Transporter: Tool for transporting reference data between different CRM deployments.
N:N Associations Transporter: Tool for transporting N:N associations between different CRM deployments.
Data Export Manager: Tool for exporting data from CRM deployment. Exporting data into different formats: XML, XML Spreadsheet 2003, CSV.
Export Entities Structure: Tool for exporting the Metadata (entities, attributes, relationships and diagrams) from CRM.
Deployment Properties (On-Premise only): Tool for changing the server and deployment properties for an On-Premise CRM deployment.
Solutions Transporter: Tool for transporting solutions between different CRM deployments.
Solutions Import Jobs Viewer: Tool for viewing the Solutions Import jobs in a CRM deployment.
Workflow Execution Manager: Tool for executing workflows on the CRM.
Records Counter: Tool for counting records in the CRM deployment.
Audit Export Manager: Tool for exporting Record Audit Details and User Access Audit from the CRM.
Dynamics XRM Tools
Open Source tools on CodePlex by Rhett ClintonRibbon Workbench for Dynamics CRM 2011 thru 2016
by Develop 1 LimitedTools in the Microsoft Dynamics CRM SDK and others from Microsoft
- One or more CRM solution files.
- Flat files or exported data files from the Configuration Migration tool.
- Custom code that can run while the package is being deployed to the CRM server, or after it’s been deployed.
- HTML content specific to the package that can display at the beginning and end of the deployment process.
>Altriva's CRM Tools
These are tools built by Altriva. Contact Altriva (a Microsoft CRM partner) for details about acquiring one or more of these tools.More Tools for Dynamics CRM
Web API
Tip for Devs/Admins: If you need to set the value of a field for a record but the field is not on a form, this tool provides a quick way to do the update. Simply use the Update action, provide the record type, GUID and field to update and run the request.
Client-side
JavaScript
The library contains four major parts:
Common: General methods, form operations
REST: Organization Data Service functions including CRUD, Associate, Disassociate, etc.
SOAP: Organization Service functions including CRUD, Fetch, Associate, Disassociate, etc.
Extension: jQuery extension to utilize web resources to extend CRM including dependent OptionSet, field tooltips, add custom filter view to lookup field.
Client-side
JavaScript
Client-side
JavaScript
Web API
XrmServiceUriFactory Class Provide a common pattern for constructing Uri instances that target Dyanmics CRM endpoints
XrmServiceManager Classes Provide a simplified and efficient connection pattern to Dynamics CRM endpoints regardless of the authentication method.
ParallelServiceProxy Classes Provide abstracted parallelized processing of Dynamics CRM service operations.
Query Extensions Methods for retrieving all pages and performing operations on each page of results.
Security Extensions Methods for encrypting/decrypting values and converting between String and SecurityString types.
Web API
Client-side
HTML Web Resources
Build client slide HTML webresources with all the productivity of c#. Migrate from Silverlight webresources using the MVVM data binding. Share code between the server and client.
Workflow
Workflow
Workflow
Plug-ins
- View Organization registered Plug-in/Custom Workflow Activity DLLs
- View Steps for registered Plug-in component
- View secure/unsecure configuration for single Step
- Edit single/multiple Step secure/unsecure configuration
Link Buddy for Dynamics CRM is a Windows (WPF) app that translates one or more CRM entity record GUIDs into CRM "addressable" form hyperlinks. It's useful for converting logging/tracing details from CRM plug-ins, custom apps, etc. into click-able links that open the CRM record for which the GUID represents.
Record Counts
Administration
Diagnostics
Documentation
Metadata
Client-side
Form automation
Storage
Attachments
Email
Views
Administration
This project implements a utility which allows you to manage other users Personal Views, as long as you have the prvActOnBehalfOfAnotherUser privilege, which is granted by default by the built-in Delegate and System Administrator Security Roles.
Metadata
Workflow
Customization
Metadata
Client-side
Visualization
Visualization
Charts
Security Roles
Metadata
Administration
Automation
Workflow
Productivity
Configuration
Automation
Administration
Administration
Related Links
https://crmlinks.wordpress.com/Related Tools and Applications
Here are some applications you also might find useful day to day:Diagramming Tools (for Integration, Plug-in and Process flows, etc.)
Microsoft Visio
Stencils / Shapes / Icons
Microsoft Azure Tools